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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2401
Focused Wealth Management
New York
$53.3K – – –
UIA
2402
Ulland Investment Advisors
Minnesota
$53K – – –
WWP
2403
WR Wealth Planners
Missouri
$52.5K -$3.22K -12 -6%
KC
2404
Knuff & Co
California
$52.5K – – –
MWA
2405
Moser Wealth Advisors
Washington
$52.5K – – –
MS
2406
Madden Securities
Texas
$52.5K +$53.6K +200 New
AW
2407
Avion Wealth
Texas
$51K – – –
TCM
2408
Tradewinds Capital Management
Washington
$51K +$11.5K +43 +28%
GWMI
2409
Guardian Wealth Management (Illinois)
Illinois
$49.9K -$10.7K -40 -17%
PA
2410
PSI Advisors
Florida
$49.9K -$39.7K -148 -44%
KI
2411
Kapitalo Investimentos
Brazil
$45.2K +$46.1K +172 New
CPFP
2412
Clear Perspectives Financial Planning
Ohio
$44.1K – – –
BWA
2413
Boulder Wealth Advisors
Colorado
$42K +$43.2K +161 New
JGCM
2414
Joseph Group Capital Management
Ohio
$39K – – –
BSWA
2415
Bromfield Sneider Wealth Advisors
Massachusetts
$38.1K – – –
SC
2416
Schubert & Co
Texas
$34.1K +$5.09K +19 +17%
CFG
2417
CKW Financial Group
Hawaii
$34K – – –
AI
2418
AXS Investments
New York
$33.1K +$33.8K +126 New
NF
2419
Norwood Financial
Pennsylvania
$32.8K – – –
RFG
2420
RFP Financial Group
Georgia
$32.8K +$33.5K +125 New
GKIM
2421
GW&K Investment Management
Massachusetts
$32K +$21.4K +80 +200%
WA
2422
Win Advisors
Florida
$30.2K +$1.34K +5 +5%
ST
2423
Sageworth Trust
Pennsylvania
$30K +$1.07K +4 +4%
RA
2424
Rational Advisors
New York
$29.4K – – –
CMP
2425
Coston McIsaac & Partners
Maine
$29K +$268 +1 +0.9%